DentalWealthRx, your trusted wealth advisor no matter where you are in your financial journey.
Our focus is the dental profession. We understand your career and personal financial journey. Our services and advice are customized to serve you whether you are in the second half of your career or just starting out.
Our Value Proposition
Our focus and passion is serving dental professionals, especially practice owners and those who aspire to ownership. Dentistry is one of the last healthcare professions where ownership is truly an achievable goal. As small business owners ourselves, we understand the challenges of prioritizing time, growing a business, managing staff, making financial decisions, and not losing track of why we do what we do, serving others, and caring for our families. As a registered investment advisor, fiduciary, and independent insurance agent, we offer a broad range of services that integrate your success at work with your personal and family’s financial
goals. Our commitment is to be a true partner in your financial success both in your career and at home.
Now and Future
Why choose us?
Unlock Your Dental Wealth
Experience financial guidance that evolves with your career. Join the ranks of dental professionals who’ve entrusted their financial futures to DentalWealthRx. Contact us today to embark on a journey to lasting financial success.
Starting with a Solid Foundation
RBF Wealth Advisors:
Mapping Your Dental Journey
Imagine a roadmap designed exclusively for dental professionals – a journey marked by pivotal moments: graduation, associateship, marriage, starting a family, practice ownership, bringing on associates or partners, and retirement. At DentalWealthRx we understand that your career path intersects with your financial path. Let us guide you through:
Building a strong financial foundation as you transition from school and residency into your career. A strong foundation includes planning around: budgeting, student loan repayment, emergency savings, insurance and investment planning and building liquidity for practice ownership.
You have worked hard building a practice, saving for retirement, raising a family, and contributing to your community. Now it's time to develop a strategy for retirement income, succession planning for your practice and ensuring your legacy through a solid estate plan.